Lido Advisors
FISV

Lido Advisors’s Fiserv Inc FISV Stock Holding History

Lido Advisors’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Buy
52,070
+27,971
+116% +$1.56M 0.01% 715
2026
Q1 		$1.34M Sell
24,099
-13,798
-36% -$854K ﹤0.01% 844
2025
Q4 		$4.43M Sell
37,897
-6,410
-14% -$537K 0.01% 496
2025
Q3 		$5.71M Buy
44,307
+9,888
+29% +$1.42M 0.02% 417
2025
Q2 		$5.93M Buy
34,419
+773
+2% +$140K 0.02% 332
2025
Q1 		$7.43M Buy
33,646
+4,527
+16% +$991K 0.03% 275
2024
Q4 		$5.98M Sell
29,119
-35,442
-55% -$7.24M 0.03% 294
2024
Q3 		$11.6M Buy
64,561
+51,473
+393% +$8.49M 0.06% 184
2024
Q2 		$1.95M Buy
13,088
+2,277
+21% +$345K 0.01% 456
2024
Q1 		$1.73M Buy
10,811
+1,102
+11% +$160K 0.01% 464
2023
Q4 		$1.29M Buy
9,709
+568
+6% +$69.7K 0.01% 525
2023
Q3 		$1.03M Sell
9,141
-27,420
-75% -$3.38M 0.01% 533
2023
Q2 		$4.61M Buy
36,561
+13,439
+58% +$1.58M 0.03% 237
2023
Q1 		$2.61M Buy
23,122
+18,898
+447% +$2.08M 0.03% 294
2022
Q4 		$427K Buy
4,224
+100
+2% +$9.96K 0.01% 654
2022
Q3 		$385K Buy
4,124
+338
+9% +$34.4K ﹤0.01% 635
2022
Q2 		$336K Buy
+3,786
New +$367K ﹤0.01% 684
2021
Q4 		– Sell
-2,003
Closed -$217K – 1007
2021
Q3 		$217K Buy
+2,003
New +$224K ﹤0.01% 884
2016
Q2 		– Sell
-7,800
Closed -$400K – 166
2016
Q1 		$400K Buy
+7,800
New +$370K 0.13% 76

Other funds holding FISV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Lido Advisors's FISV Position: Q2 2026 in Review

Lido Advisors increased its Fiserv Inc (FISV) stake by 116% in Q2 2026, buying an estimated $1.56M and bringing the position to 52,070 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #715.

Lido Advisors first reported a position in FISV in Q1 2016 and has held it in 19 quarters since. The position peaked at $11.6M in Q3 2024. 792 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

  • Lido Advisors held 52,070 shares of Fiserv Inc worth $2.55M as of Q2 2026.
  • Lido Advisors bought 27,971 Fiserv Inc shares in Q2 2026, an estimated $1.56M.
  • Fiserv Inc made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #715 holding.
  • Lido Advisors first reported a position in Fiserv Inc in Q1 2016 and has held it in 19 quarters since.
  • Lido Advisors's Fiserv Inc position peaked at $11.6M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.